IWA
IBEX Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Sell |
75,371
-11,543
| -13% | -$2.53M | 1.76% | 10 |
|
|
2025
Q1 | $16.5M | Sell |
86,914
-372
| -0.4% | -$70.8K | 2.19% | 8 |
|
|
2024
Q4 | $19.1M | Buy |
87,286
+23,837
| +38% | +$5.23M | 2.26% | 5 |
|
|
2024
Q3 | $10.5M | Sell |
63,449
-20,956
| -25% | -$3.48M | 2.88% | 9 |
|
|
2024
Q2 | $16.3M | Buy |
84,405
+65,286
| +341% | +$12.6M | 2.55% | 5 |
|
|
2024
Q1 | $1.61M | Buy |
19,119
+19,044
| +25,392% | +$1.6M | 0.44% | 63 |
|
|
2023
Q4 | $11.4K | Sell |
75
-19,425
| -100% | -$2.95M | 2.48% | 6 |
|
|
2023
Q3 | $2.48M | Buy |
+19,500
| New | +$2.48M | 0.63% | 49 |
|
|
2023
Q1 | $1.91M | Sell |
18,458
-661
| -3% | -$68.3K | 0.49% | 60 |
|
|
2022
Q4 | $1.61M | Buy |
19,119
+711
| +4% | +$59.7K | 0.36% | 76 |
|
|
2022
Q3 | $2.08M | Sell |
18,408
-92
| -0.5% | -$10.4K | 0.54% | 64 |
|
|
2022
Q2 | $1.97M | Buy |
18,500
+16,056
| +657% | +$1.71M | 0.45% | 78 |
|
|
2022
Q1 | $7.97M | Buy |
2,444
+17
| +0.7% | +$55.4K | 1.53% | 14 |
|
|
2021
Q4 | $8.09M | Buy |
2,427
+30
| +1% | +$100K | 1.43% | 14 |
|
|
2021
Q3 | $7.87M | Buy |
2,397
+49
| +2% | +$161K | 1.52% | 9 |
|
|
2021
Q2 | $8.08M | Buy |
+2,348
| New | +$8.08M | 1.61% | 11 |
|
|
2019
Q3 | – | Sell |
-2,658
| Closed | -$5.03M | – | 103 |
|
|
2019
Q2 | $5.03M | Buy |
+2,658
| New | +$5.03M | 1.45% | 16 |
|
|
2018
Q1 | – | Sell |
-665
| Closed | -$829K | – | 88 |
|
|
2017
Q4 | $829K | Buy |
665
+7
| +1% | +$8.73K | 0.37% | 60 |
|
|
2017
Q3 | $652K | Buy |
658
+33
| +5% | +$32.7K | 0.24% | 90 |
|
|
2017
Q2 | $622K | Buy |
+625
| New | +$622K | 0.24% | 90 |
|
|
2017
Q1 | – | Sell |
-140
| Closed | -$113K | – | 89 |
|
|
2016
Q4 | $113K | Buy |
+140
| New | +$113K | 0.05% | 130 |
|